Department of Labor filing
Spot something wrong?POTTS & CALLAHAN, INC.
POTTS & CALLAHAN, INC. PROFIT SHARING PLAN AND TRUST WITH 401(K) PROVISIONS · For the plan year ended Mar 31, 2026
Public filing 2025 · received Jun 12, 2026Verified current terms Not available
Plan summary
The numbers that matter first
72Strong plan health
high confidence
high confidence
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
A current plan document is needed to verify the formula.
$10,935 was reported per active participant, but this is not a match limit.
A dated plan document is needed.
Plan-paid administrative cost per participant; fund and employee fees may be separate.
The public filing does not provide a current, complete fund menu.
A current plan document is needed.
The selected official filing does not establish a current default rate.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0%
How the score works →What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202575out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions93rd percentileTypical peer $1,879 · based on 35,497 comparable plans
Lower reported administrative expense32nd percentileTypical peer $96 · based on 31,706 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Mar 31, 2026, POTTS & CALLAHAN, INC. reported $185,892 in employer contributions across this plan, or $10,935 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $185,892 $10,935 per active participant
- Participant contributions
- $76,701
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- 70.8%
- Active participants
- 17 Small plan
- Total participants
- 25 21 at the beginning of the year
- Ending assets
- $2,585,870 $103,435 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $2,058,855
- Ending net assets
- $2,585,870
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $554,985
- Total expenses
- $27,970
- Administrative expenses
- $6,916 $277 per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$10,935
2025
$277
2025
17
2025
$2,585,870
2025
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $10,935 | 17 | 2.6M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 520542808-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Apr 1, 1966
- Industry
- Construction
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260612121922NAL0006983601001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗